Administrators: Get Started Configuring Sugar

Document created by Brieanne Rowe Employee on Jan 21, 2020
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About this course

Your team depends on you to configure Sugar to meet your organization's business needs and setup requirements. This course will provide you with the introductory skills necessary for administering Sugar.


Intended Audience

  • Sugar Administrators
  • Solution Architects
  • Sugar Developers
  • Technical Support


This course includes the following lessons

  • Creating new Users
  • Creating a Team
  • Creating a Role
  • Creating Team-based Permissions
  • Configuring Email Settings
  • Creating a new Field
  • Changing a Layout
  • Configuring Forecasting
  • Creating basic Reports
  • The basics of SugarBPM/Advanced Workflow


Suggested Pre-requisites

  • Introduction to Sugar